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Bria Capital Group, LLC

EST. AUM
$155,129,219

CONTACTS
2

CLIENT ACCOUNTS
312

Firm Details

Metro area Tampa
CRD Number 175258
Website briacg.com
Client types

Overview

BRIA Capital Group, LLC is an independent wealth management and financial advisory firm headquartered in Wesley Chapel, Florida, specializing in personalized financial planning, customized portfolio management, and risk management solutions for a select group of individual clients and families. The firm operates as a state-registered investment adviser with a fiduciary commitment to prioritize client interests and build tight, lasting relationships rather than serve a large client base. Its services encompass retirement planning, legacy planning, education funding, and tax-efficient investment strategies tailored to each client’s goals and circumstances. The team collaborates with other professionals such as CPAs and attorneys to help execute comprehensive financial strategies.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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